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Université de Sherbrooke Pension Plan
The Université de Sherbrooke Pension Plan serves regular staff at the Quebec university. Serge Germain has led the plan as General Manager of the Pension...
Université de Sherbrooke Pension Plan
The Université de Sherbrooke Pension Plan serves regular staff at the Quebec university. Serge Germain has led the plan as General Manager of the Pension Committee since 2002. Frédéric Gauvin serves as President and Chief Investment Officer. The plan deploys capital through external managers into private debt, real estate, and related vehicles. Confirmed holdings include positions in Romspen Mortgage Investment Fund, BentallGreenOak Real Estate Funds, Fiera Real Estate Funds, and Addenda Capital Private Debt Funds. Geographic exposure centers on Canada with additional real estate allocations that reach global markets. The plan reports 1.4 billion USD in assets. It maintains memberships in the Pension Investment Association of Canada, the Association of Canadian Pension Management, the Responsible Investment Association, and the Principles for Responsible Investment. Frédéric Gauvin also sits on investment committees for the Chambre des notaires du Québec and the Sœurs des Saints Noms de Jésus et de Marie Québec. The plan operates as a university pension vehicle rather than a family office, with investment decisions executed through a pension committee and external managers. Governance ties directly to the Université de Sherbrooke and its foundation established in 1954.
General information
Firm type
Pension Fund
Location
Region
North America
Country
Canada
City
Sherbrooke
Corporate office
2500, boulevard de l'Université, Sherbrooke, Quebec, Canada J1H 5C7
Principals
Serge Germain
General Manager of the Pension Committee and Manager of Investments
Frédéric Gauvin
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at the Université de Sherbrooke Pension Plan?
Serge Germain serves as General Manager of the Pension Committee and Manager of Investments. Frédéric Gauvin serves as President and Chief Investment Officer.
How does the Université de Sherbrooke Pension Plan structure its investments?
The plan is 100 percent externally managed. It commits to private debt funds, real estate funds, and mortgage investment vehicles through managers including Fiera Capital, Addenda Capital, and BentallGreenOak.
What asset classes does the Université de Sherbrooke Pension Plan hold?
Holdings include private debt, real estate, and commercial mortgages. Specific vehicles include Romspen Mortgage Investment Fund and funds from BentallGreenOak and Fiera Real Estate.
Is the Université de Sherbrooke Pension Plan a signatory to responsible investment frameworks?
The plan is a signatory to the UN PRI since March 2020 and to RIA Canada. It maintains a 2023-2027 strategic plan focused on carbon footprint reduction.
Where does the Université de Sherbrooke Pension Plan source its external managers?
Managers are selected for private debt, real estate, and fixed income mandates. Current providers include Fiera Capital since 2009, Addenda Capital since 2012, and BentallGreenOak since 2008.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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